Purchases and Sales Made in Q1 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.95KNew |
$155K - $155K
|
4.95K
$148K
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81K+ 25.18% |
$150K - $151K
|
23.9K
$714K
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.8K+ 72.34% |
$150K - $151K
|
11.4K
$342K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
4.57K+ 25.63% |
$143K - $144K
|
22.4K
$670K
|
|
Apr 27, 2021
Q1 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.45K+ 3.08% |
$139K - $140K
|
149K
$4.45M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.38K+ 0.98% |
$137K - $137K
|
450K
$13.4M
|
|
May 12, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.32K+ 71.58% |
$135K - $136K
|
10.4K
$309K
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
4.06K+ 5.33% |
$127K - $128K
|
80.3K
$2.4M
|
|
May 13, 2021
Q1 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.03K+ 4.17% |
$126K - $127K
|
101K
$3.01M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.98K+ 35.14% |
$124K - $125K
|
15.3K
$457K
|
|
Apr 26, 2021
Q1 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.9K+ 12.11% |
$122K - $122K
|
36.1K
$1.08M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
3.81KNew |
$119K - $120K
|
3.81K
$114K
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 20.14% |
$115K - $116K
|
21.9K
$656K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.47K+ 33.9% |
$108K - $109K
|
13.7K
$410K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.44K+ 12.78% |
$107K - $108K
|
30.3K
$906K
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
BUY
|
- |
3.32K+ 2.27% |
$104K - $104K
|
150K
$4.47M
|
|
May 14, 2021
Q1 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.32K+ 7.3% |
$104K - $104K
|
48.7K
$1.46M
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
3.21K+ 13.03% |
$100K - $101K
|
27.9K
$832K
|
|
May 04, 2021
Q1 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.02K+ 13.67% |
$94.4K - $95K
|
25.1K
$751K
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.97K+ 15.63% |
$92.8K - $93.3K
|
22K
$656K
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.92K+ 1.14% |
$91.1K - $91.6K
|
259K
$7.74M
|
|
Apr 27, 2021
Q1 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.86K+ 29.29% |
$89.4K - $89.9K
|
12.6K
$378K
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.83K+ 6.9% |
$88.4K - $88.9K
|
43.8K
$1.31M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 13.59% |
$88.3K - $88.9K
|
23.6K
$707K
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.8K+ 2.9% |
$87.4K - $87.9K
|
99.5K
$2.97M
|
|
May 17, 2021
Q1 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.53K+ 1.02% |
$78.9K - $79.4K
|
251K
$7.5M
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.39K+ 5.33% |
$74.5K - $75K
|
47.2K
$1.41M
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.1K+ 1.85% |
$65.6K - $66K
|
116K
$3.46M
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2K+ 9.63% |
$62.6K - $62.9K
|
22.8K
$682K
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.99K+ 18.91% |
$62.1K - $62.4K
|
12.5K
$374K
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.93K+ 1.86% |
$60.1K - $60.5K
|
105K
$3.14M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.9KNew |
$59.2K - $59.6K
|
1.9K
$56.7K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.74KNew |
$54.3K - $54.6K
|
1.74K
$51.9K
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.74K+ 6.94% |
$54.2K - $54.5K
|
26.7K
$799K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.67K+ 10.94% |
$52.1K - $52.4K
|
16.9K
$506K
|
|
Apr 23, 2021
Q1 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.64K+ 13.28% |
$51.2K - $51.5K
|
14K
$418K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.62K+ 6.63% |
$50.5K - $50.8K
|
26K
$778K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 15.28% |
$42.9K - $43.2K
|
10.4K
$310K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 6.87% |
$42.9K - $43.2K
|
21.4K
$639K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.32K+ 305.07% |
$41.3K - $41.6K
|
1.76K
$52.5K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3K+ 8.18% |
$40.4K - $40.7K
|
17.1K
$512K
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.22K+ 3.29% |
$38K - $38.2K
|
38.3K
$1.14M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.19KNew |
$37.2K - $37.4K
|
1.19K
$35.6K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.17K+ 4.41% |
$36.4K - $36.6K
|
27.6K
$825K
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
BUY
|
- |
1.05K+ 3.52% |
$32.8K - $33K
|
30.9K
$923K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.02KNew |
$31.9K - $32.1K
|
1.02K
$30.6K
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
950+ 13.6% |
$29.7K - $29.8K
|
7.94K
$237K
|
|
Apr 22, 2021
Q1 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
884+ 1.8% |
$27.6K - $27.8K
|
49.9K
$1.49M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
792New |
$24.7K - $24.9K
|
792
$23.7K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
792+ 9.26% |
$24.7K - $24.9K
|
9.35K
$279K
|